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Work Problem in Excel spreadsheet Part 1 A firm has the current liabilities and

ID: 2474743 • Letter: W

Question

Work Problem in Excel spreadsheet

Part 1

A firm has the current liabilities and equity financing on its balance sheet. The firm has taxable income that puts it in a 38% federal tax bracket, and the state in which it operates levies a 6.5% income tax. Compute the firm’s weighted average cost of capital.

Source                            Amount                       Interest/RoR             Proportion

Short-term loan              $ 5,000,000                            7.5%                          0.05

Long-term loan              $20,000,000                            5.8%                          0.25

Retained Earnings          $25,000,000                            17.0%                          0.20

Common stock               $50,000,000                            22.0%                          0.50

Part 2

         The same firm is considering the following projects to improve its production process. If the firm has a capital budget of $1,400,000, which projects should be accepted by the rate of return criteria? What is the firm’s opportunity cost of capital?

Project

First Cost

Annual Benefit

Life (years)

1

$250,000

$50,000

15

2

$300,000

$70,000

10

3

$125,000

$35,000

5

4

$ 50,000

$12,500

10

5

$250,000

$75,000

5

6

$200,000

$32,000

20

7

$400,000

$125,000

5

Part 3

From your estimates of the WACC in part 1 and the opportunity cost of capital in part 2, what do you estimate the firm’s true MARR to be?

Project

First Cost

Annual Benefit

Life (years)

1

$250,000

$50,000

15

2

$300,000

$70,000

10

3

$125,000

$35,000

5

4

$ 50,000

$12,500

10

5

$250,000

$75,000

5

6

$200,000

$32,000

20

7

$400,000

$125,000

5

Explanation / Answer

part1.

Source                            amount interest Proportion WACC Short-term 5000000 7.5 0.05 0.375 Long-term 20000000 5.8 0.25 1.45 Retained 25000000 17 0.2 3.4 Common 50000000 22 0.5 11 Wacc 16.23
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